Automation of clients' reporting for a wealth advisory

Dionysos Patrimoine is an independent wealth management firm that supports hundreds of clients, with a high-end and personalized positioning. Each month, advisors had to manually produce individual reports integrating portfolio performance, asset allocation, benchmarks' comparisons as well as personalized comments.

The process was based on Excel extractions from their management software, then manual formatting of the documents. It took 2 to 3 days per month, generated frequent errors and slowed down commercial follow-up.

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Request

The customer wanted to automate the editing of these reports in order to:

Reduce time spent on non-value-added tasks
Limiting input and layout errors
Have consolidated dashboards to manage his global activity
Maintaining a high level of experience for wealthy customers

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Result

We connected their portfolio management tool directly to Power BI via API, then we:

Standardized datasets via Power Query
Created some dynamic reporting models customizable by customer
Generated automated PDF exports with secure sending via personalized link
Added a consolidated view for partners (distribution of assets, performance by profile, monitoring of advisors)

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Some important gains

+20 hours saved each month
No errors in calculations or layout
Better ability to analyze portfolios by segment or strategy
Immediate effect on commercial responsiveness

“We have saved a considerable amount of time while strengthening the quality of service perceived by our customers. What took us three days is now done in a few clicks. We can focus on advice and analysis: what our customers pay us for.”